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Antoine Chkaiban ... (+2)
  • Antoine Chkaiban
  • Pierre FerraguÊ

AMD Analyst Day 2025: our 5 key take-aways.

We attended the AMD analyst day in New York yesterday. Click on the link below for our 5 key take-aways from the event.

Pierre FerraguÊ
  • Pierre FerraguÊ
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
 PRESS RELEASE

AMD Unveils Strategy to Lead the $1 Trillion Compute Market and Accele...

AMD Unveils Strategy to Lead the $1 Trillion Compute Market and Accelerate Next Phase of Growth At Financial Analyst Day, AMD outlines long-term plan to expand data center and AI leadership with greater than 35% revenue CAGR and greater than $20 non-GAAP EPS target NEW YORK, Nov. 11, 2025 (GLOBE NEWSWIRE) -- Today at its Financial Analyst Day, AMD (NASDAQ: AMD) showcased its long-term strategy, leadership products and technology IP, underscoring the company’s momentum in driving accelerated growth and delivering long-term shareholder value. “AMD is entering a new era of growth fueled b...

Antoine Legault ... (+2)
  • Antoine Legault
  • Matthew Bryson

AI Driven Guidance Update Implies Upside to Expectations

Financial UpdatesNew Long-Term Model - On the top-line, AMD's new 3-5 year model now calls for 35% total revenue CAGR, driven by 1) 10% CAGR in its core business, and 2) 60% CAGR in AMD's data center business. The company's long-term model also calls for GMs between 55% to 58%, driven by additional

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
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